Serbinski Accounting Firms

I am US Citizen and resident. I have stock options from a private Canadian company that have vested and they are in the money. I have been offered the opportunity to do a cashless exercise, where I am granted the number of stocks that, in the current valuation, are of the same total value as my vest...

USC, US resident
Can I include management fees on RRSP as investment expenses for itemized deductions in US?

Thank you

US Citizen and California resident in 2012. I closed out RRSP in 2012. I understand that in California, deferral does not mean anything for RRSP and I need to report dividends and interest on RRSP on California forms. I was not a California resident in the years before 2012 when I had RRSP. So let's...

FWIW, I was a Pacifica client. I was very unimpressed with their customer service and domain knowledge.

Great. Thank you as always for your clear guidance, which is much appreciated!

I am well below retirement age -- I am withdrawing early. Does that change any of the above? It is still pension income (line 16b on 1040)?

Thank you

I read through this thread and I would like to clarify a couple of things. I am US citizen living in US. All my previous filings on RRSP and tax deferral are up-to-date. This year I withdrew all money from RRSP. 25% taken by CRA. I understand I report withdrawal on 8891 and gains on 1116 and I get c...

USC, Canadian PR probably moving back to US for work. I know I need to move my RRSP to a safe place or a cross-border firm. I know that Canadian cap gains assessed according to when I move. Are there other things to consider or to do before I move. I screwed things up when I moved to Canada because ...

I am USC, Canada resident. I did contract work as a consultant for a US company. I worked from my home in Canada. I was hired for a specific job, paid by the hour. (1) Confirm: income is Canada-sourced because I did it from Canada? (2) Is this contract work considered self-employment? I have do not ...

I am US citizen, moved to Canada without reading this forum first. Moved to Canada when the market was at bottom, so now upon selling US mutual fund holdings, my cap gains as considered by Canada are much higher than cap gains as considered by the US because the cost basis in the US is higher than c...

Yes they are niche markets. I already irreversibly screwed up most of my cross-border stuff (because I didn't read this forum before moving) so 90% of what I need is general good management of my savings. For choosing Pacifica or Seabank I think at the end of the day I don't really know how to choos...

How do I evaluate all these firms? To me, they are just names and they all say they want to make money for me. Are they all ok? Aside from cross-border expertise, how do they compare to Average Joe Investment Advisor at Major Canadian Bank?

Hi. I am looking into Pacifica Partners and I just wanted to check in here to see if anyone has more to add in terms of evaluating them. keyofdminor -- did you choose to invest with them?

cheers.

2010 is the first year I was full year resident in Canada. Canadian salary is the bulk of my income, with also some investment income from the US. I need to make choice on US taxes to take tax credit for Cdn taxes on salary or to deduct my Canadian salary from my taxable income. Why would I choose o...

Got it. Thanks!